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iShares MSCI KLD 400 Social ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Bessemer Group
351
Bessemer Group
New Jersey
$197K -$29.9K -396 -14%
GWSG
352
GPS Wealth Strategies Group
Colorado
$179K +$174K +2,300 New
SWM
353
Sugarloaf Wealth Management
Georgia
$172K -$22.6K -299 -12%
HR
354
Howe & Rusling
New York
$169K +$604 +8 +0.4%
GWM
355
Geneos Wealth Management
Colorado
$166K
AC
356
AlphaCore Capital
California
$155K +$982 +13 +0.7%
CAL
357
Capital Analysts LLC
Pennsylvania
$148K -$16.1K -213 -10%
IA
358
IFP Advisors
Florida
$148K
FDCDDQ
359
Federation des caisses Desjardins du Quebec
Quebec, Canada
$147K
CT
360
Clearstead Trust
Maine
$146K
CA
361
Clearstead Advisors
Ohio
$145K
WIM
362
Westside Investment Management
California
$144K +$22.7K +300 +19%
4FG
363
4Thought Financial Group
New York
$140K -$3.85K -51 -3%
AWM
364
AllSquare Wealth Management
New York
$138K
ACA
365
Atlas Capital Advisors
Wyoming
$137K -$87.7K -1,161 -40%
Qube Research & Technologies (QRT)
366
Qube Research & Technologies (QRT)
United Kingdom
$115K +$92.5K +1,225 +480%
ME
367
McIlrath & Eck
Washington
$112K +$35.9K +475 +49%
TCM
368
TD Capital Management
Tennessee
$104K +$227 +3 +0.2%
NF
369
Norwood Financial
Pennsylvania
$101K
PAI
370
Pittenger & Anderson Inc
Nebraska
$96.3K
CT
371
Caldwell Trust
Florida
$93.6K
GRP
372
Global Retirement Partners
California
$91.6K -$11.2K -148 -11%
AA
373
Ancora Advisors
Ohio
$89.7K
RA
374
Rise Advisors
New York
$87.2K +$302 +4 +0.4%
HNB
375
Huntington National Bank
Ohio
$85.2K